Once you've added students, classes and set up fees, issuing receipts is quick and easy. When a payment is registered, a receipt is automatically created.
Add a Payment and Issue a Receipt
1. To begin, click on + (top-right) and then on Payment. Or, if you are on the payment page, there's an option in the top right-hand corner. YOu can also begin a payment directly from a student's profile.
2. Select the student from the list (you can start typing to filter students). It's also possible to choose multiple students on the same receipt. This is useful for parents who have multiple students in your school.
3. All the outstanding payments for this student(s) will show on the New Receipt page. You can remove any fees that the customer is not paying for.
4. There is plenty of options to customise the receipt further:
You can add extra fees by clicking on '+ Add a Fee'. If you have custom fees, You can add these here too. You can learn more about custom fees here.
You can also add discounts here. You can learn more about discounts here.
If the customer wishes to pay in advance for items not yet due, this article explains how.
You also have the option to register a partial payment. The remaining balance will still be outstanding on the student's account.
5. Finally, click Save, and you're done. Once the receipt pops up, you can Save, Print or Send it to the student by SMS or email.
Customise Receipts
You have several options for customising receipts. You can change the receipt header and footer, add your logo and even change the receipt numbering.
To customise your receipts:
Click on the profile menu (top right) and choose School Settings.
In the School tab, enter your school details and upload your logo (remember to click Save).
Your school logo appears on the left side of the header by default, and the school information is on the right.
Click on the General Setting tab and scroll down to Receipt Settings. Here you can edit how receipts are numbered, change the default header and even add a footer to your receipts.
You can print a student's overdue and upcoming payments and their receipts on a second page. (Remember to click Save here too!)
